Investing

Investment Growth Calculator

See how your starting balance, contributions, returns, fees, inflation and taxes could change an investment account over time.

Investment assumptions

For a quick estimate, use a return that already includes taxes and fees. Choose another account type to add tax details yourself.

Starting balance

Enter zero if you are starting from scratch.

Recurring contribution

Contribution frequency

Contribution timing

Investment horizon

Annual return after taxes and fees

Use a reasonable estimate. This is not a forecast.

Annual fees

Already included in the return above.

Annual inflation

Annual contribution increase

Enter zero to keep contributions level.

Account tax treatment

Enter a starting balance or contribution, plus all required assumptions, to see the projection.